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Name Holding Trade Value Shares
Change
Change in
Stake
SFS
1501
Strategic Financial Services
New York
$821K -$17.7K -102 -2%
VCP
1502
Verus Capital Partners
Arizona
$818K +$206K +1,187 +34%
BP
1503
BBR Partners
New York
$818K +$241K +1,388 +42%
SA
1504
SRN Advisors
Pennsylvania
$811K -$773K -4,450 -49%
JPLA
1505
Joseph P. Lucia & Associates
New York
$811K -$88.3K -508 -10%
SWA
1506
SFMG Wealth Advisors
Texas
$810K -$42K -242 -5%
CA
1507
Crewe Advisors
Utah
$809K -$4.52K -26 -0.6%
AC
1508
Avestar Capital
New York
$808K +$30.2K +174 +4%
OPCM
1509
Osborne Partners Capital Management
California
$806K +$209K +1,200 +35%
MF
1510
Manchester Financial
California
$804K -$6.08K -35 -0.7%
SWM
1511
Sugarloaf Wealth Management
Georgia
$804K -$11.5K -66 -1%
CAC
1512
Certified Advisory Corp
Florida
$803K -$2.78K -16 -0.3%
BFO
1513
Boston Family Office
Massachusetts
$803K +$86.9K +500 +12%
NBT
1514
Northwest Bank & Trust
Iowa
$802K +$10.6K +61 +1%
CAL
1515
Capital Advisors Ltd
Ohio
$802K +$131K +756 +19%
AIC
1516
Archer Investment Corporation
Indiana
$802K +$115K +659 +17%
ATWA
1517
Arbor Trust Wealth Advisors
Michigan
$801K +$26.8K +154 +3%
SLT
1518
St Louis Trust
Missouri
$801K
DDC
1519
DF Dent & Co
Maryland
$801K
SA
1520
Sage Advisors
Colorado
$801K +$25.9K +149 +3%
ANBT
1521
American National Bank & Trust
Texas
$800K +$152K +875 +23%
IPW
1522
Intergy Private Wealth
Colorado
$799K +$2.78K +16 +0.3%
SAM
1523
Smartleaf Asset Management
Massachusetts
$798K +$243K +1,397 +43%
M
1524
MOTCO
Texas
$797K +$55.1K +317 +7%
WCM
1525
Washington Capital Management
Washington
$796K -$48.7K -280 -6%